End of Year Legal Audit

By far and away, my #1 piece of advice in legally preparing for a new year?

Of course, it's hard to plan ahead if you don't know in advance what your business will require, right?

Therefore, I hope this Annual Planning Guide will help to clarify & demystify the time clock a bit, so you can plan ahead prudently for the year to come.

One thing to note: (aside from IRS rules), there are few legal requirements with a specific date or day of the year attached; instead, most of your legal deadlines will be based upon your legal needs.

​Start Your Legal Annual Planning​

Plus, a small nudge to get it done...

To help you wrap up the year feeling prepared, we are offering 15% off anything in the Shop, including memberships and individual contracts.​

Use code BYEBYE2025 at checkout
Valid through January 2nd

Consider this your permission slip to close out the year knowing your systems and your legal foundation are working together, not against each other.

- Paige

Founder, the Creative Law Shop®
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Streamlining Your Business Starts With the Right Systems

As we head into the end of the year, this is one of the smartest times to pause and audit your systems.

So much focus is directed to your goals, but as James Clearly said:

So, let's take a minute to talk about systems...

The tools you rely on every day should support your business.

One of the best ways to know if a tool is right for you is to ask...

"What tasks do I do over and over again that could be automated?"

And I'll admit, one set of tasks I waited way to long before automating was...

Sending proposals, contracts, and invoices.

It wasn't that these tasks were that hard. But my first few years in business, they just felt overwhelming.

The problem with putting off sending a proposal, contract, or invoice?

You delay yourself from getting paid. (And we all know the added stress that can create!)

You want to know what made the difference for me?

Creating automations and workflows so I could send proposals and contracts in a click of a button. And automatic recurring invoicing (and reminder emails!) so I know my money is coming in like clockwork.

If you are still chasing signatures, manually sending invoices, or juggling spreadsheets to track clients, you have a systems issue. And it's an easy fix.

Which brings me to an exciting update:

We are partnering with the exact software that helped me organize my business systems 5+ years ago...

DUBSADO

If you are unfamiliar, Dubsado is a client relationship management platform designed for service based business owners. It helps you manage inquiries, send proposals, invoices, and contracts, and automate large portions of your client experience from start to finish.

Here is why this partnership makes so much sense for our community:

The Creative Law Shop® helps you create a legally sound contract.
Dubsado helps you send it, sign it, and manage everything that comes after.

They work beautifully together.

What This Means for You

1. Clear guidance on how your contracts fit into your workflow

Our platform focuses on creating attorney drafted contracts that fit your business. We do not manage sending or signing them, and that is intentional.

A CRM like Dubsado is the easiest and most professional way to deliver your contract to a client, collect signatures, and keep everything organized in one place.

As a Dubsado Ambassador, we will be creating educational content that shows you exactly how to connect these dots so your legal protection actually lives inside your day to day workflows.

2. A special thank you code just for our community

You can try Dubsado completely free and see the full platform before committing. When you are ready to upgrade, you will receive 30% off your first month or first year using our ambassador link.

​Try Dubsado free and claim your 30% off when you upgrade​
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We may receive a commission if you choose to sign up using this link. We only partner with tools we genuinely use and trust.

If cleaning up your systems has been sitting on your end of year to do list, this is a great place to start.

- Teresa

COO, The Creative Law Shop®

When You're Ready

Legally-Sound resources for every stage of business

P.S. Take 15% Off memberships and individual contract templates today through January 2nd with code: BYEBYE2025.

This email is solely intended for general information purposes. Nothing in this email should be taken as legal advice for any individual, case, or situation. This information is not intended to create, and receipt or viewing does not constitute, and in no way establishes an attorney-client relationship. An attorney-client relationship is only formed when you sign an engagement agreement. No past results serve in any way as a guarantee of future results.

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